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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: substancep who wrote (44563)7/16/2001 8:23:07 PM
From: JHP  Read Replies (1) of 54805
 
>>Funny thing. I sense that you expect to be taken seriously<<
eloquent writing
very uneloquent investment results!!
Not by you! you are married to your mistakes.
Hopefully people will look at the gorilla portfolios and not take you very eloquent people for serious investment advice!
You can not translate your superior writing skills into keen investment insight no matter how brilliant your writings.
There is a basic flaw in the gorilla game just like LTCM
the results speak for them selves!
so how do you argue away these results from 2001:
BRCD 34.06 -1.78 108.918 37.14 - 33.35 9,248 10,000 3,710 -6,290 -62.9% News Chart Discussion
CSCO 17.71 -1.03 261.433 18.51 - 17.61 49,950 10,000 4,630 -5,370 -53.7% News Chart Discussion
EMC 21.15 -0.97 150.376 22.32 - 20.85 12,307 10,000 3,180 -6,820 -68.2% News Chart Discussion
INTC 29.13 -1.06 332.64 30 3/4 - 28.77 65,746 10,000 9,690 -310 -3.1% News Chart Discussion
ITWO 14 3/4 -0.04 184.247 15.40 - 14.70 7,857 10,000 2,718 -7,282 -72.8% News Chart Discussion
JDSU 10.61 -1.28 239.88 11.81 - 10.60 24,609 10,000 2,545 -7,455 -74.5% News Chart Discussion
MSFT 71.18 -0.16 230.548 72.16 - 70.15 27,995 10,000 16,410 6,410 +64.1% News Chart Discussion
NTAP 11.08 -0.59 155.794 12.18 - 11.06 6,018 10,000 1,726 -8,274 -82.7% News Chart Discussion
ORCL 18.70 -0.84 344.086 19.78 - 18.51 27,120 10,000 6,434 -3,566 -35.7% News Chart Discussion
QCOM 64.11 -1.47 121.673 66.66 - 63 3/4 12,346 10,000 7,800 -2,200 -22.0% News Chart Discussion
SEBL 40.41 -5.09 147.874 46.90 - 40.30 17,417 10,000 5,976 -4,024 -40.2% News Chart Discussion
SUNW 15.01 -0.63 358.744 16.09 - 14 3/4 38,409 10,000 5,385 -4,615 -46.2% News Chart Discussion
Totals: GKI 2001 120,000 70,205 -49,795 -41.5%

Now this from 2000:
CSCO 17.71 -1.03 186.7 18.51 - 17.61 49,950 10,000 3,306 -6,694 -66.9% News Chart Discussion
EMC 21.15 -0.97 183.06 22.32 - 20.85 12,307 10,000 3,872 -6,128 -61.3% News Chart Discussion
GMST 47.62 +1.94 140.35 48.41 - 45.54 9,275 10,000 6,683 -3,316 -33.2% News Chart Discussion
INTC 29.13 -1.06 243.04 30 3/4 - 28.77 65,746 10,000 7,080 -2,920 -29.2% News Chart Discussion
JDSU 10.61 -1.28 123.98 11.81 - 10.60 24,609 10,000 1,315 -8,684 -86.8% News Chart Discussion
MSFT 71.18 -0.16 85.65 72.16 - 70.15 27,995 10,000 6,097 -3,903 -39.0% News Chart Discussion
NTAP 11.08 -0.59 240.78 12.18 - 11.06 6,018 10,000 2,668 -7,332 -73.3% News Chart Discussion
QCOM 64.11 -1.47 56.78 66.66 - 63 3/4 12,346 10,000 3,640 -6,360 -63.6% News Chart Discussion
SEBL 40.41 -5.09 238.1 46.90 - 40.30 17,417 10,000 9,622 -379 -3.8% News Chart Discussion
SUNW 15.01 -0.63 258.28 16.09 - 14 3/4 38,409 10,000 3,877 -6,123 -61.2% News Chart Discussion
Totals: G&K Index - Y2K 99,999 48,160 -51,840 -51.8%
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